Screener
AOK vs ISTB
iShares Core 30/70 Conservative Allocation ETF vs iShares Core 1-5 Year USD Bond ETF
Key differences
AOK is a mixed asset ETF, while ISTB is a fixed income ETF. AOK charges 0.15% a year and ISTB 0.06%.
- AOK is a mixed asset fund, while ISTB is a fixed income fund. They carry different risk/return profiles.
- AOK follows a active selection strategy; ISTB uses index tracking.
- ISTB costs 0.09% less per year.
- ISTB is much larger than AOK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOK has delivered higher annualized returns.
Side-by-side comparison
| AOK | ISTB | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.06% |
| Fund size (AUM) | $787M | $4.7B |
| Since | 2008 | 2012 |
| Dividend yield | 3.28% | 4.23% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.9% | +3.9% |
| CAGR 3Y | +9.1% | +4.8% |
| CAGR 5Y | +3.6% | +1.8% |
| Sharpe 3Y | 0.84 | 0.47 |
| Volatility 1Y | 5.86% | 1.78% |
| Max drawdown | -18.93% | -9.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.